NOMINATERESERVE TICKETS

METHODOLOGY


Process


There are 7 award categories designed to recognize the female trailblazers and outstanding women in the wealth management industry in Canada.

Members of the wealth management and financial advisory industry in Canada are invited to nominate by way of peer nomination or self-nomination to recognize the women who have made outstanding contributions to the wealth management industry in the last 12 to 18 months.

After the nomination process, finalists for each category will be selected and announced, and then required to submit supporting documentation in order to become a Finalist.

Winners will be announced live only at the Women in Wealth Management Awards reception on the eve of the Women in Wealth Management Summit on November 21, 2018 at The Beanfield Centre Toronto. 

 

 

STEP 1: SUBMITTING A NOMINATION ENTRY

Before all else, make sure that you have read the Awards Criteria.


When you are ready to submit a nomination entry, proceed to the Online Nomination Portal where you can submit a nomination. The Online Nomination Portal will only be open from June 20, 2018, Wednesday, to September 9, Sunday, 12 Midnight EST.


For each nomination entry, you are required to provide your/the Nominator’s contact details, the Nominee’s contact details, followed by a brief reason for nomination in under 300 words that best encapsulates why the Nominee deserves to be recognized in that award category and fits the criteria. The brief reason for nomination serves as an important basis for the selection process for Finalists. Touching on the criteria and why your Nominee fits best the award description in your nomination will strengthen the quality of your nomination.


A nominator can enter a particular nominee in several categories.


Several nominators can enter the same nominee in a category.


Only nominations made via the Online Nomination Portal will be counted and forwarded to the shortlisting team for evaluation.


There is no cost to entering.

 

 

STEP 2: SELECTING THE FINALISTS

Once nominations close, the shortlisting team from Wealth Professional Canada magazine (WPC) will conduct research to verify all nominations received.


The shortlisting team will read through and evaluate all verified nominations.


The shortlisting team will also research to ensure that no one deserving is missed. Finalists will be selected from both pools of information.


The shortlisting process usually takes 2-3 weeks depending on the number of nominations received. Nominees are asked to be patient and be on standby for the Finalist Notification to be sent by the Events team via email.


 

 

STEP 3: NOTIFYING THE FINALISTS

If you are selected as a Finalist, you will receive an official Finalist Notification email sent by our Events team.


The Finalist Notification email contains a unique link to the Finalist Form to be filled out by each Finalist in order to proceed to the final round of judging. Please see ‘Step 4: Completing the Finalist Form’ for more details on the Finalist Form.


Following this notification, you will be listed as an Official Finalist on the Women in Wealth Management Awards website, as well as being the subject of a Finalist announcement in both the print and online version of WPC magazine. The awards will also be covered in a multi-page commemorative issue of the magazine, and a series of dedicated newsletters, articles and national press releases.


You will also receive an Online Promotional Kit of promotional materials which can be used to announce your finalist status far and wide – via your website, advertising, newsletters, social media, email signature or whatever else you can think of. Remember to use the hashtag #WomenInWMAwards.


Seat reservations will be made available at this point/upon the public announcement of Finalists.

 

 

STEP 4: COMPLETING THE FINALIST FORM

If you are selected as a Finalist, you must complete the required Finalist Form within 3-4 weeks (deadline TBC but will be provided in the Finalist Notification email) in order to proceed to the final round of judging.


Finalists who fail to complete the Finalist Form may be removed from the list of Finalists upon request.


The Finalist Form is an online questionnaire that asks for both quantitative and qualitative data in order to support the Finalist’s nomination and provide further detailed information needed by the jury for winner selection. If you are a Finalist, you may be asked to provide success metrics and key performance indicators where significant.


Upon completion, the Finalist Form will be forwarded to the panel of independent jury. All answers in the Finalist Form are protected by the Non-Disclosure Agreement Form signed by the judges.


 

 

STEP 5: JUDGING

The panel of independent jury is a group of handpicked, diverse thought leaders and experts from within the wealth management industry.


Each judge will carefully and meticulously read and evaluate the submitted Finalist Forms. Upon evaluation of the submitted Finalist Forms, each judge will submit their scores based on the scoring matrix provided by WPC.


Because all answers in the Finalist Form are protected by the Non-Disclosure Agreement Form signed by the judges, judges’ scores are fully independent and impartial and there is no deliberation in any category between or among judges.


 

 

STEP 6: LIVE ANNOUNCEMENT OF WINNERS


Winners will only be announced live at the Women in Wealth Management Awards reception.


The inaugural Women in Wealth Management Awards reception will take place on the eve of the Women in Wealth Management Summit on November 21st, 2018, Wednesday in The Beanfield Centre Toronto.


Those, including Finalists, who wish to attend the Awards reception to witness the live announcement of winners, must reserve seats. Seat reservations will be made available online upon the announcement of Finalists.


Finalists are not required to attend the Awards reception. However, attendance is highly encouraged. Why? If you are a Finalist and are announced as the winner of your category, you and/or your team get your moment to take the stage, receive the trophy and deliver an acceptance speech in a room of 200 top professionals in the industry.


Attendees take this once-a-year opportunity to join a stellar community of the best female advisors and wealth professionals in Canada, high-performance advisory teams, young guns and rising stars in the wealth management industry.


Expansive media coverage by WPC, including a special commemorative spread on the January 2019 issue of WPC magazine, and our media partners will make it a night for the books.



GOT QUESTIONS? Don't hesitate to reach out to This email address is being protected from spambots. You need JavaScript enabled to view it..

READY TO BEGIN? Submit a nomination via the Online Nomination Portal here.

FAQ's



Q: What is the process of the 2018 Women in Wealth Awards?

A: The Women in Wealth Awards follows a strict 6-step process. Visit our Process page to read more on the 6-step process with a detailed description of every step and what to expect when submitting a nomination.

 

Q: How do I submit a nomination?

A: Proceed to the Women in Wealth Awards Online Nomination Portal here.

 

Q: Is there a cost to submitting a nomination/nominating?

A: No, there is no cost.

 

Q: What if the person that I am nominating deserves to be nominated in more than one award category?

A: That's fine. You can enter the same person, team or organization in multiple categories.

 

Q: What criteria are the Finalists being judged on?

A: All categories and their criteria are detailed on the Awards Categories page here.

 

Q: What if I think I deserve to win a Women in Wealth Award this year?

A: You may nominate yourself. Self-nominations are highly encouraged. Alternatively, you can request others to nominate you.

 

Q: What should my "Reason for Nomination" be?

A: As the most critical part of the nomination entry, the Reason for Nomination can be brief and should encapsulate why the Nominee deserves to be recognized in that award category and fits the criteria. The brief reason for nomination serves as an important basis for the selection process for Finalists. Touching on the criteria and why your Nominee fits best the award description in your nomination will strengthen the quality of your nomination.

 

Q: What happens after I submit a nomination?

A: Visit our Process page to read more on the 6-step process with a detailed description of every step and what to expect when and after submitting a nomination.

 

 

GOT QUESTIONS? Don't hesitate to reach out to someone in our team.

READY TO BEGIN? Submit a nomination via the Online Nomination Portal here.

 

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